|
376
|
Parametric Portfolio Associates
Seattle,
Washington
|
$12.1M
|
+$2.75M
|
+24,661
|
+30%
|
|
|
377
|
Citizens Business Bank
Ontario,
California
|
$12M
|
-$2.15M
|
-19,293
|
-15%
|
|
|
378
|
&Partners
Nashville,
Tennessee
|
$12M
|
+$602K
|
+5,400
|
+5%
|
|
|
379
|
Monument Capital Management
Alexandria,
Virginia
|
$12M
|
-$472K
|
-4,233
|
-4%
|
|
|
380
|
D.J. St. Germain
Springfield,
Massachusetts
|
$12M
|
-$11.8K
|
-106
|
-0.1%
|
|
|
381
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12M
|
-$808K
|
-7,247
|
-6%
|
|
|
382
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$12M
|
-$364K
|
-3,260
|
-3%
|
|
|
383
|
Bank of the West
Monterey Park,
California
|
$11.9M
|
+$4.14M
|
+37,119
|
+54%
|
|
|
384
|
|
$11.9M
|
+$1.34M
|
+11,998
|
+13%
|
|
|
385
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$11.9M
|
+$437K
|
+3,920
|
+4%
|
|
|
386
|
SteelPeak Wealth
Woodland Hills,
California
|
$11.9M
|
+$1.05M
|
+9,412
|
+10%
|
|
|
387
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$11.8M
|
+$2.03M
|
+18,201
|
+21%
|
|
|
388
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$11.8M
|
-$91.7K
|
-822
|
-0.8%
|
|
|
389
|
Pinnacle Wealth Advisors
Nashville,
Tennessee
|
$11.8M
|
+$11.7M
|
+104,783
|
New
|
|
|
390
|
Holt Capital Partners
Fort Worth,
Texas
|
$11.8M
|
–
|
–
|
–
|
|
|
391
|
One Capital Management
Westlake Village,
California
|
$11.8M
|
-$592K
|
-5,310
|
-5%
|
|
|
392
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$11.7M
|
-$1.04M
|
-9,286
|
-8%
|
|
|
393
|
Pinnacle Associates
New York
|
$11.7M
|
+$49.1K
|
+440
|
+0.4%
|
|
|
394
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$11.6M
|
+$1.81M
|
+16,212
|
+19%
|
|
|
395
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$11.6M
|
+$343K
|
+3,073
|
+3%
|
|
|
396
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$11.6M
|
–
|
–
|
–
|
|
|
397
|
First Horizon Advisors
Memphis,
Tennessee
|
$11.4M
|
-$5.57M
|
-49,949
|
-33%
|
|
|
398
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$11.4M
|
+$1.2M
|
+10,771
|
+12%
|
|
|
399
|
EP Wealth Advisors
Torrance,
California
|
$11.3M
|
-$1.91M
|
-17,162
|
-15%
|
|
|
400
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$11.3M
|
+$294K
|
+2,635
|
+3%
|
|
